Main Dashboard Overview¶
The dashboard is your business at a glance. It surfaces the numbers and projects that need your attention most, without you having to dig through lists.
Outstanding Invoices
Awaiting Payment
$4,200
Past Due
$1,850
Invoice Attention
Greenfield Organics Co.
$1,200
Apex Studio
$650
Collected Revenue
Revenue Trend
Client Revenue
68% RepeatProjects to Review
3Suggested
1
Need Follow-up
2
Suggested Projects
Website Redesign — Northwind Co.
Detected 2 days ago
May Need Follow-up
Sent revised proposal last week — client opened it but hasn't responded.
No reply for 5dLuna Wellness →
Client asked about Phase 2 timeline — waiting on your reply.
No reply for 48hApex Studio →
Pipeline & Funnel
Projects Without Invoices
SEO Audit — Redline Auto
Started 18 days ago
$3,500
View project →
Content Calendar — Bloom Agency
Started 9 days ago
$1,800
View project →
Inquiry Funnel
Last 90 days
What's on the dashboard¶
Revenue Your total revenue for the current period, with a comparison to the previous period so you can see if you're trending up or down.
Income in play The total value of projects that are active and have not yet been invoiced or paid. This represents potential revenue already in your pipeline.
Opportunities Projects in early stages (Inquiry and Proposal Sent) that could convert to confirmed work.
Billing gaps Projects that are completed or in late stages but don't have an invoice attached yet. These are potential missed billings worth reviewing.
Invoice attention Invoices that are overdue or have not been paid within their due date.
Switching currency¶
If you work in multiple currencies, use the currency selector at the top of the dashboard to change which currency the revenue figures are displayed in. This is a display-only conversion.
Project cards on the dashboard¶
The dashboard also surfaces specific project cards that need action — for example, projects that have been in the same pipeline stage for too long or that are missing an invoice. Click any card to open the project directly.